See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $497,474 | $74,888+564.3% | $71,209+598.6% | $142,382+249.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.02% | 345.14%-318.1pp | 282.51%-255.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $30,000 | $2,854+951.0% | $2,721+1002.6% | $4,299+597.8% |
| Participant deferral / active EE | $3,210 | $4,454-27.9% | $4,175-23.1% | $6,507-50.7% |
| Admin fee / account holder | $6,306 | $5,568+13.3% | $5,349+17.9% | $12,624-50.0% |